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Funds Centre

Performances as at: 20/06/2008

Data provided by:

Morningstar

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Wealth 150 Funds

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Asset Alloc GBP Defensive GIF Sector

Asset Alloc GBP Defensive GIF Sector
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Buy Fund4 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
Artemis High Income 4 stars Not rated Buy Artemis High Income 1.25 -6.32 3 13.34 2 Performance Details for Artemis High Income
AXA Framlington MM Resv R Acc Not rated Not rated   1 -1.75 2     Performance Details for AXA Framlington MM Resv R Acc
CF Danske Income Inc Not rated Not rated   1.25 -0.98 2     Performance Details for CF Danske Income Inc
Courtiers Ttl Ret Balan Risk Acc Not rated Not rated   1.5 -8.99 4     Performance Details for Courtiers Ttl Ret Balan Risk Acc
Courtiers Ttl Ret Caut Risk Acc Not rated Not rated   1.5 -6.5 3     Performance Details for Courtiers Ttl Ret Caut Risk Acc
EFA Clarion Portfolio 3 Acc Not rated Not rated   1.5         Performance Details for EFA Clarion Portfolio 3 Acc
F&C High Income 4 stars Not rated   1.5 -0.99 2 13.08 2 Performance Details for F&C High Income
Fidelity MultiManager Distributn Not rated Not rated   1 -11.54 4     Performance Details for Fidelity MultiManager Distributn
FIL FNW PflMgr Cautious A Acc Not rated Not rated   1         Performance Details for FIL FNW PflMgr Cautious A Acc
FIL FNW PflMgr Defensive A Acc Not rated Not rated   1         Performance Details for FIL FNW PflMgr Defensive A Acc
Gartmore MM Cautious Inc 2 stars Not rated   1.25 -4.47 3 17.91 1 Performance Details for Gartmore MM Cautious Inc
MLC Conservative Port Inc 3 stars Not rated   1.6 -2.09 2 8.21 4 Performance Details for MLC Conservative Port Inc
New Star Tri-Star Inc Not rated Not rated   1.35 -14.61 4     Performance Details for New Star Tri-Star Inc
Sovereign Teachers Cautious Not rated Not rated   1.25 -0.46 1     Performance Details for Sovereign Teachers Cautious
Threadneedle Defensive Eq& Bd 3 stars Not rated   0.25 0.99 1 13.18 3 Performance Details for Threadneedle Defensive Eq& Bd

Notes about the table

1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).

2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.

3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.

4Buy your fund online from Hargreaves Lansdown and save up to 5.5% on the initial fund charges. Read more about Hargreaves Lansdown. Investment values can go down in value as well as up and you may get back less than the amount you invest. Hargreaves Lansdown Asset Management Ltd. is authorised & regulated by the Financial Services Authority.